How it works Security Pricing About

Step 1 of 3 · about 3 minutes

Tell us how you bill today.

We read every one of these before the call, so the 30 minutes we spend together is spent on your billing — not on getting up to speed. No patient data here, ever.

Your situation(current step)
Prep for the call

Who we're talking to

Full nameWork email

Practice or companyYour role

PhoneoptionalWebsiteoptionalHow did you hear about us?

What you offer

What kind of offerings do you have?

LocationsEHR, if you use oneWhen do you want to be live?

Where you process today

This is the single most useful answer on the page. It decides whether the call is a quick connect or a migration conversation.

Where you process payments todayStripeSquareAuthorize.netElavon / bank merchantThrough our EHRNothing recurring yetSomething else

Not on Stripe? Nothing more is needed here — we'll cover what switching looks like on the call.

How much is running through it

Active recurring patientsMonthly recurring revenueAnnual revenue

Why you're looking to switch

What's working and what isn't with how you bill today?no patient details

Saved instantly. We'll email you a calendar link to pick a time.

By continuing you agree we can store these business details to prepare for your call — see our Privacy Policy. Practice information only, never patient data.

Why we ask all this

We build your sandbox before the call, with your plans and your billing shape in it.
Your processor answer tells us whether this is a quick connect or a migration.
Volume sets your pricing. You'll get a real number on the call, not a follow-up.

No patient data on this page

This form lives on our marketing site and collects business details only. Patient data never touches it — that's the whole reason CopperTab exists.

Every plan includes a signed BAA. We'll bring one to the call.

Then what happens

We email you a calendar link
You pick a time that suits you
We build your account behind the scenes

CopperTab Field Notes

Billing help, delivered.

Occasional notes on recurring billing, payment recovery, PHI separation, and what we’re shipping at CopperTab.

Work email address

By joining, you agree to receive occasional CopperTab product and company updates. Unsubscribe anytime. Privacy policy

HIPAA-compliant billing that does not make you read a 40-page security PDF.

Call or text us(857) 505-2300

Product

How it works Security Pricing

Use cases

GLP-1 clinics Med spas Hormone care Fertility & IVF Longevity medicine Direct primary care Functional medicine Mail-order pharmacy Multi-location groups

Company

About Get started Contact

Legal

Privacy Terms BAA

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